Taiwan IC design houses turn cautious in dealing with Chinese customers
The structural conflict between the US and China seems to be increasingly free of gray areas, and Taiwan's IC design sector, which has been least affected by the semiconductor trade war between both countries, has been keeping a low profile to avoid being impacted, turning cautious in dealing with Chinese customers, according to industry sources......»»
XPeng sees single-digit vehicle margin in 2022, expecting weak 1Q 2023
China-based XPeng finished 2022 with its vehicle margin decreasing from 11.5% to 9.4%. The EV company, which has been under an organization restructuring, plans to further its cost reduction efforts through technological innovation......»»
Samsung SD loss forecast revised upwards: US$3 billion loss likely in 1Q23
Since entering 2023, performance of the memory market has been worse than expected, and the South Korean securities industry has revised the estimated operating losses of both Samsung Electronics' Device Solutions (DS) division and SK Hynix......»»
Etron Chairman voices support for Taiwan tech industry"s decentralized production strategy
It has been widely discussed that TSMC's overseas expansion may lead to soaring production costs. However, Dr. Nicky Lu, the chairman of Etron Technology, believes that it is necessary for Taiwan's tech industry to decentralize its production around the globe. TSMC moving part of its production capacity overseas may further complicate the business model. However, it is a challenge that businesses need to overcome to further strengthen international corporate operations in the future......»»
TSMC’s container maker is hidden jewel of Japan’s chip industry
The world's most advanced and delicately fine-tuned semiconductors wouldn't be possible without the aid of giant steel storage tanks built by a little-known Tokyo company founded in 1927......»»
Samsung develops closer connection in Vietnam than in India, according to DIGITIMES Research
As the global manufacturing industry experiences diversification rarely seen in previous decades, Samsung Electronics has spearheaded the relocation wave. According to DIGITIMES Research, the significant investment by Samsung in Vietnam has created a reciprocal relationship between the company and local governments, representing a huge difference in Samsung's investments in Vietnam and India......»»
Taiwan partners to beef up backend support for Qualcomm new chips in 2H23
As Qualcomm is set to place wafer starts with TSMC for new handset APs, RF chips, networking chips, and even PC CPUs to be launched in the second half of 2023, its backend supply chain partners in Taiwan are all eyeing a resultant surge in their services to the US chipmaker......»»
Taiwan chip exports to China sputter on tensions, falling demand
Taiwan's exports of integrated circuit chips to China and Hong Kong fell for a fourth month in February as Washington-Beijing tensions simmer and demand for electronics continues to drop off......»»
Taiwan PC monitor makers experiencing declining shipments in 4Q22, says DIGITIMES Research
Taiwan PC monitor makers' shipments decreased 6.4% sequentially and 26% on year to come to less than 18 million units in the fourth quarter of 2022 as the global economy remained in a downturn, while most brand vendors still had high inventory at the channel, according to DIGITIMES Research's study on the Taiwan PC monitor industry......»»
Thermalytica backs Japan"s hydrogen strategy with thermal insulation material TIISA for cryogenic hydrogen storage and transportation
Japan-based Thermalytica achieved a breakthrough in the development of a super insulation material that significantly enhances the efficiency and cost-competitiveness of transporting and storing liquid hydrogen......»»
CIS packagers enjoy stable demand for high-end auto applications
BGA (ball grid array) packaging demand for high-pixel and large-size automotive CMOS image sensor (CIS) chips remains in high gear, but lower-end car-use CIS products processed with wafer-level chip scale package (WLCSP) technology are showing signs of an oversupply, undermining backend demand and triggering price falls, according to sources with CIS packagers......»»
Thailand smartphone market declines by 21% in 2022 to 16.6 million units, says IDC
According to the IDC Worldwide Quarterly Mobile Phone Tracker, the Thai smartphone market declined by 21%, ending 2022 with 16.6 million shipments, marking the lowest number of units sold in a year since 2014. Shipments fell 23% on year or to 4.2 million units in the fourth quarter of 2022......»»
Relying on subsidies is worst strategy for chips; wafer fabs need to walk before they can run
The global chip shortage has resulted in countries elevating semiconductor manufacturing to a "national security issue." Not only are the Chinese and Korean governments continuing to spend heavily to support their chip industries, but Europe, the US, Japan, Singapore, and India are also announcing semiconductor subsidy bills and policies. They aim to lure foundries to set up fabs locally while bringing their supply chain along with them. Among the significant foundries, TSMC is the top target......»»
Wistron building digital content innovation center in Taipei with ITRI
Wistron is building a digital content innovation center in northern Taiwan in cooperation with Industrial Technology Research Institute (ITRI) and the facility is expected to begin operation in 2026, according to company president and CEO Jeff Lin during the project's groundbreaking ceremony......»»
Global NAND flash revenue to continue slide in 1Q23
NAND flash revenue will continue to decline into the first quarter of 2023 despite lower drops in memory ASPs, according to a recent TrendForce report......»»
Indonesia needs sales momentum to boost local content manufacturing
Indonesia's EV subsidies are taking effect today on March 20. As the program was announced earlier this month, the government is providing purchase subsidies to achieve sales goals of more than 200,000 units of electric scooters and 359,000 units of electric cars......»»
Qualcomm opens advanced engineering, testing center in Taiwan
Qualcomm has recently inaugurated its advanced engineering and testing center in Hsinchu, northern Taiwan to provide services for Taiwanese semiconductor supply chain partners, and will continue to expand its presence in Taiwan with more investments and purchases, according to Roawen Chen, senior vice president and chief supply chain and operations officer at the US chipmaker......»»
Baidu"s ERNIE Bot reportedly turning to Nvidia"s A800 GPUs
Following the official unveiling of ERNIE Bot, Baidu's answer to ChatGPT, Baidu CEO Robin Li mentioned that the company's in-house Kunlun chip is only suitable for large-scale model inference, but in the future it will move towards AI model training. In other words, the computing power of ERNIE Bot, before it offically goes online, will be outmatched by Microsoft, Google and OpenAi as they adopt Nvidia's H100 GPUs based on 4nm technology. To address the problem, according to China-based media, Baidu has to repurpose the 7nm-based NVIDIA A100 GPUs originally allocated to its auto chip department......»»
India may introduce talents worldwide to build a chipmaking ecosystem
Despite India's eagerness to build a self-reliant semiconductor manufacturing ecosystem and an abundance of engineers in the IC design sector, India lacks the required talents to have a functioning IC manufacturing business and may have to recruit them from abroad, at least initially......»»
Global NAND flash revenue to continue slide in 1Q23 despite price drop
NAND flash revenue will continue to decline into the first quarter of 2023 despite lower drops in memory ASPs, according to a recent TrendForce report......»»